All help articles

Plan with the calendar

Review project phases by month, filter the schedule, and set or move project dates.

Plan with the calendar walkthrough

The calendar brings the Set-Up, Hand Over, Event and Dismantling dates of every active project into one schedule.

Review the project schedule

  1. Open Dashboard and click See calendar in the calendar preview.
  2. Use Previous month, Next month or Today to choose the period.
  3. Click a project entry to open that project.

On a computer, Month shows entries in a calendar grid. Agenda shows the same entries as a dated list. On a phone, the calendar always uses the agenda layout.

Show only one project phase

Choose All phases, Set-Up, Hand Over, Event or Dismantling above the calendar. The month, view and phase stay selected as you move through the schedule.

Move an existing project phase

On a computer in Month view, drag a project entry to the new start day. The app moves that phase's complete date range by the same number of days. For example, a three-day event stays three days long.

Click the entry first if you want to check the project before changing it.

Set a project date

  1. Click Set project date.
  2. Choose the Project and Phase.
  3. Enter the phase date. Set-Up, Event and Dismantling use a start and end date. Hand Over uses one date.
  4. Click Save project date.

The saved phase appears in the month of its dates. Use Next month or Previous month to see a phase you saved for another month. If the project already has a date for that phase, the form shows it so you can change it.

Why is a project missing from the calendar?

Only active projects with dates in the selected month appear. Use Set project date to add a missing phase, or switch the phase filter back to All phases.